Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian C. Biehn is a financial advisor registered with Fidelity Personal And Workplace Advisors. Brian has been in the industry since 1999 and has a wide range of experience in financial planning, portfolio management, and investment advising. Brian has passed the Series 63, Series 66, Series 7, Series 9, Series 10, and SIE exams, and is also a Certified Financial Planner. In addition to working with Fidelity, Brian also provides instruction to financial professionals through B Squared Financial Planning. Brian is committed to helping individuals and families achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
01/17/2023 - Present
Fidelity Personal AND Workplace Advisors (KAYSVILLE UT)
NV
07/10/2009 - 08/12/2009
CHASE INVESTMENT SERVICES CORP. (LAS VEGAS NV)
MA
10/30/2007 - 07/14/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
UT
04/15/2005 - 10/30/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
RI
12/07/1999 - 04/21/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 05/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/22/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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